KHC
FREL icon

Koesten Hirschmann & Crabtree’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Koesten Hirschmann & Crabtree’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-468
Closed -$13K – 108
2025
Q3 		$13K Hold
468
– – 0.01% 130
2025
Q2 		$12.7K Buy
468
+177
+61% +$4.73K 0.01% 137
2025
Q1 		$7.99K Hold
291
– – ﹤0.01% 140
2024
Q4 		$7.86K Buy
291
+2
+0.7% +$57 ﹤0.01% 137
2024
Q3 		$8.52K Sell
289
-166
-36% -$4.62K 0.01% 131
2024
Q2 		$11.9K Hold
455
– – 0.01% 127
2024
Q1 		$11.9K Sell
455
-58
-11% -$1.49K 0.01% 127
2023
Q4 		$13.7K Buy
513
+38
+8% +$905 0.01% 109
2023
Q3 		$10.8K Buy
475
+39
+9% +$965 0.01% 98
2023
Q2 		$10.9K Buy
436
+22
+5% +$540 0.01% 97
2023
Q1 		$10.3K Buy
414
+192
+86% +$4.96K 0.01% 108
2022
Q4 		$5.51K Buy
+222
New +$5.49K ﹤0.01% 115

Other funds holding FREL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Koesten Hirschmann & Crabtree's FREL Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2025, closing a stake of 468 shares — an estimated $13K sold.

Koesten Hirschmann & Crabtree first reported a position in FREL in Q4 2022 and held it in 12 quarters. The position peaked at $13.7K in Q4 2023. 214 funds tracked by Wall St. Rank hold FREL as of Q4 2025.

  • Koesten Hirschmann & Crabtree reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 468 Fidelity MSCI Real Estate Index ETF shares in Q4 2025, an estimated $13K.
  • Koesten Hirschmann & Crabtree first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2022 and held it in 12 quarters.
  • Koesten Hirschmann & Crabtree's Fidelity MSCI Real Estate Index ETF position peaked at $13.7K in Q4 2023.
  • 214 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.